-91.6%
AMIX vs CLX
-6.5%
-85.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.7% | -8.7% | -18.1% |
| 7D | -25.1% | +14.2% | -39.3% | -50.2% |
| 30D | -54.5% | +22.7% | -77.2% | -76.5% |
| 3M | -91.7% | -2.8% | -89.0% | -91.7% |
| 6M | -79.4% | +17.7% | -97.1% | -80.1% |
| YTD | -86.1% | +3.3% | -89.4% | -86.2% |
| 1Y | -91.6% | -5.6% | -85.9% | -92.5% |
| All | -91.6% | -6.5% | -85.0% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CLX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling